AI Personal Assistant
Reclaim 5–10 Hours Every Week
An AI Personal Assistant handles the coordination work that consumes your day—inbox triage, meeting prep, follow-ups, and administrative tasks—so you can focus on decisions and execution that actually move the business forward.
Get Your QuickStart AssessmentThe Coordination Tax Is Costing You
Most executives and managers lose 10-15 hours per week to coordination work—a quarter of their working life spent on tasks that don’t require judgment, just attention.
What an AI Personal Assistant Actually Does
It’s not a chatbot you ask questions. It’s a workflow system that captures information, summarizes what matters, and supports follow-through.
Capture
Monitors your email, meetings, CRM, and other systems—gathering information as it happens.
Summarize
Email threads become decision summaries. Data becomes insights with context about what changed.
Decide
Presents options with the information you need. Risks flagged. Priorities suggested. You make the call.
Act
Tasks created. Messages drafted. Systems updated. Follow-ups scheduled automatically.
Learn
Templates refined. Rules get smarter. Learns your preferences and communication style over time.
The 10 Highest-Leverage Workflows
These workflows deliver the highest return because they’re frequent, time-consuming, and follow predictable patterns.
Inbox Triage + Drafting
Summarize email threads, propose replies, flag decisions, draft follow-ups. You review and send rather than compose from scratch.
Meeting Prep Packets
Before every meeting: agenda, last decisions, open risks, key metrics, and questions worth asking. No more scrambling.
Meeting Notes → Tasks
Conversations become commitments. Auto-summarize, assign owners, set due dates, push to your project management tool.
Daily/Weekly KPI Digest
Your numbers, explained. What changed, why it matters, and suggested next actions—delivered at your cadence.
Sales Follow-Up Assistant
Call summaries, tailored follow-up emails, next-best actions, and CRM updates—all drafted and ready for review.
Marketing Project Coordinator
Briefs, checklists, approval routing, creative variations—with guardrails that keep output on-brand.
Customer Escalation Helper
Summarize case history, propose resolution options, draft customer communications. Full context instantly.
Vendor + Procurement Admin
Compare quotes, summarize contract terms, draft negotiation points, track agreement status across vendors.
HR Coordination
Interview scheduling, candidate summaries, onboarding checklists—keeping people processes moving smoothly.
Knowledge Concierge
“When did we last do this?” Find precedents, pull documents, summarize past decisions instantly.
Built for Leaders Who Value Their Time
AI Personal Assistants deliver the highest return for people whose time is expensive and whose days are fragmented by coordination work.
Executives & Business Owners
Your time is the scarcest resource. Reclaim 5-10 hours weekly for strategy, relationships, and decisions only you can make.
Operations Leaders
You’re the hub where information flows. Capture, summarize, and route that information—fewer things fall through cracks.
Sales Leaders
Follow-up is where deals are won. Ensure every conversation leads to the right next action—documented and scheduled.
Marketing Leaders
Projects involve too many moving pieces. Coordinate briefs, approvals, and deliverables without becoming a bottleneck.
Finance Leaders
Reporting prep consumes hours. Assemble the data automatically so you can focus on what it means.
HR Leaders
Recruiting and onboarding involve endless coordination. Handle scheduling, summaries, and checklists automatically.
Time Savings You Can Calculate
AI Personal Assistants deliver measurable value in time reclaimed, execution quality, and capacity without adding headcount.
The Simple Math
Most users reclaim 5-10 hours per week—time previously spent on inbox management, meeting prep, follow-up coordination, and administrative tasks.
Example: 5 managers × 6 hours × $75/hour × 52 weeks = $117,000 in annual capacity reclaimed—without adding headcount.
Beyond Time Savings
Execution Quality: Tasks don’t fall through cracks. Follow-ups happen consistently. Information gets to the right people.
Capacity Without Headcount: Growth typically requires adding staff. An AI assistant scales differently—handling more volume without proportional cost.
Typical Weekly Time Savings by Role
Start Connected, Scale to Autonomous
AI assistants don’t have to be all-or-nothing. We recommend a progression that builds trust and capability over time.
Chat Assistant
Drafts, summarizes, answers questions—but doesn’t connect to your systems. You copy information in and out manually. Where most start with ChatGPT.
Connected Assistant
Reads your calendar, inbox, CRM. Creates tasks, updates fields, works with real data. Where meaningful time savings begin.
Action Agent
Runs workflows with approvals. Routes work, triggers automations, executes multi-step processes. Human oversight remains.
AI That Helps Without Creating Risk
Speed without quality creates “workslop”—low-effort output that damages relationships and requires cleanup. We build assistants with guardrails.
Quality Controls
No copy-paste output without human review. The assistant drafts; you approve.
Source Requirements
Facts and numbers require source links. The assistant shows its work.
Access Controls
Role-based permissions. The assistant only sees what the user should see.
Audit Trails
Every action logged. Updates can be traced, reviewed, and reversed.
Staged Autonomy
Start with “draft mode.” Move to “action mode” after trust is established.
Sensitive Workflow Testing
For finance, HR, legal—we test edge cases before deployment.
From Pilot to Scale in 90 Days
A proven three-phase approach that delivers value quickly while building toward full capability.
Pilot
Deploy a connected assistant for 1-2 workflows with a small group. Validate approach, identify integration needs, generate early wins.
Adoption
Refine workflows, expand to additional users. Focus on training, habit formation, and measuring actual time savings.
Scale
Expand to additional workflows and integrations. Governance matures. Assistant becomes part of how work gets done.
The QuickStart Program
A working AI Personal Assistant in 30 days, with clear deliverables and measurable outcomes.
Discovery & Design
Identify highest-value workflows, map your tech environment, design assistant capabilities tailored to your needs.
Week 1
Build & Integration
Deploy a connected assistant integrated with your core systems—email, calendar, CRM, project management.
Weeks 2-3
Training & Launch
Train your team on working with the assistant effectively, establish quality standards, launch with monitoring.
Week 4
💡 Credit-Back Guarantee
The QuickStart fee credits toward expanded implementation if you proceed with additional workflows or users. You’re not paying twice for the same work.
Ready to Reclaim Your Time?
Start with a discovery call. We’ll discuss your current workflows, identify your highest-value opportunities, and determine whether an AI Personal Assistant is right for your situation.
Schedule Discovery CallQuickStart fee credits toward implementation if you proceed.